Podcast Episodes
Back to SearchEp 315. Solving National Debt with Crypto?
Episode 319
What are the most effective methods to reduce mandatory spending? What tax increases will have the least negative impact on retirement income? And wa…
7 months, 3 weeks ago
Ep 314. Federal Employee Retirement, with Charles Dzama
Episode 318
David sits down with advisor Charles Dzama, a guest from Southern California specializing in financial planning for federal employees. Together, they…
7 months, 3 weeks ago
Ep 313. New York Vs. Texas
Episode 317
David and Chip celebrate their 400th episode with gratitude for listeners and a look at how recent elections could trigger major shifts in the U.S. e…
7 months, 4 weeks ago
Ep 312. No Property Taxes for Florida!?
Episode 316
David and Chip explore two headlines that highlight America’s economic divide — California’s proposed wealth tax and Florida’s push to eliminate prop…
8 months ago
Ep 311. Demand for AI vs. Diminished Workforce
Episode 315
With the disconnect between record market returns and the weak job market, what is happening in this economy? Do we see a bust in AI due to no workfo…
8 months ago
Ep 310. IRS Backlogs in the Wake of Govt. Shutdown
Episode 314
In this episode, David and CPA Evan Marshall break down how the government shutdown is creating IRS backlogs while filing and payment deadlines remai…
8 months ago
Ep 309. Fiserv Takes a Nose Dive
Episode 313
Today, David and Chip tackle a full slate of economic headlines — the prolonged government shutdown, Fiserv’s massive stock drop, and a surprising bo…
8 months ago
Ep 308. Nebraska, A Happy State!
Episode 312
Today, David and Chip start with some good news, as Nebraska ranks among the happiest states in America despite high property taxes. From there, they…
8 months, 1 week ago
Ep 307. Government Tax-Free Bonds During Retirement
Episode 311
Where did the term “Quintile” come from? Are government tax-free bonds a good tool for income in retirement? And given the 2-year look-back for IRMAA…
8 months, 1 week ago
Ep 306. Proactive Strategies for Exiting Your Business, with Mike Shudel
Episode 310
David welcomes back Mike Shudel, a Certified Exit Planning Advisor, to discuss proactive strategies for business owners looking to grow, protect, and…
8 months, 1 week ago